Management is fundamentally reshaping the business through New Business Models (NBMs), signing five multiyear partnerships to date that provide committed supply for customers and firm financial guarantees for Sandisk. The shift toward NBMs is intended to reduce historical cyclicality and deliver durable, structurally higher earnings by aligning production with predictable customer consumption. Data center revenue grew 233% sequentially, driven by the critical role of NAND in AI infrastructure, specifi ...